Castle Hills · San Antonio, TexasIn tax and books since 2006
A number means nothing until you know where it came from.
A small tax and bookkeeping practice. The roster stays short, the work happens mostly in writing, and what matters is the whole year — not the season. English and Spanish.
Four positions — one point
The method
Four positions, one point.
Every file is read from four places at once: how you see your numbers, the rules that shape them, the paper they land on, and everyone else who will read the file. They converge on a single point — a number you can say out loud.
How you read your own numbers
It starts with how you look at it.
Two people open the same P&L. One is looking for a reason to worry; the other is looking for the decision hiding inside it. The monthly note is written for the second reader.
We don’t sit down and read the P&L together. I send it and explain it in writing, with the reasoning attached, so that in eight months you can go back to it without calling me.
- Monthly written noteEvery month
- The P&L, explained in writingBy email
- A call before the decisionBefore, not after
The rules that never touch a dollar
Then the rules nobody sees.
Entity, election, chart of accounts, retirement plan. None of these move a dollar by themselves, and all of them decide where the dollars end up.
Most of what looks like a tax problem in April was a structure question the year before. This gets settled upstream, not corrected downstream.
- Entity choiceLLC · S · C
- S-corpReasonable comp
- Chart of accountsBuilt to read
- Payroll setupState & federal
- SEP · Solo 401(k)Before year-end
- Depreciation§179 · bonus
Where the money actually lands
Then the paper it all turns into.
Transaction by transaction, into a set of books that will hold. A reconciliation isn’t housekeeping — it’s the month telling you what actually happened.
Closed by the end of the following month. Not the tenth, and not live.
- Monthly closeMonth + 1
- ReconciliationBank · card
- CategorizationRules kept
- Payroll runsOn schedule
- QuickBooksManaged
- WorkpapersKept on file
Everyone else who reads your file
And then everyone else reads it.
The IRS, the state, a lender, an employee, a board. A rejected e-file or a notice is rarely the beginning of a problem — it’s the first place someone else noticed one.
That’s why the file gets read from the other side before it goes out.
- 1040Individual
- 1120-S · 1065Pass-through
- W-2 · 1099January
- ITINCAA
- Final returnsClosing out
- Records handoffYours, always
The cadence
On the year, not the season.
Season work compresses everything into ten weeks and calls it service. Here the work is spread across twelve months, so the decisions arrive while you can still make them.
| The year | JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Monthly note | ||||||||||||
| Books closed | ||||||||||||
| Returns filed | ||||||||||||
| Payroll & estimates | ||||||||||||
| Structure & planning |
Marked months are the practice’s standing cadence; exact dates depend on entity type, fiscal year and extensions. February is still February — I rush too — but the rest of the year is deliberate.
Included with every return
If someone questions it, you don’t answer alone.
Every qualifying return goes out with the Protection Plus Executive Membership included — at no separate charge. Up to $1,000,000 in audit defense and identity-theft restoration, on top of the work that made the position hold in the first place.
- Coverage
- Up to $1,000,000 audit defense
- Identity
- Restoration service included
- Applies to
- 1040 · 1065 · 1120 · 1120-S
- Cost
- No separate charge
Subject to Protection Plus membership terms. State returns included with the qualifying federal return.
The fit
This isn’t right for everyone.
I would rather say so than bill for it. If your situation is in the right-hand column, you’ll hear it in the first email, along with where to go instead.
Works well when
- You run something — a business, a rental, a nonprofit — and the numbers have started to matter.
- You want the same person on the books and the return, so you don’t explain your business twice.
- You’re comfortable working in writing, with the answer on file instead of remembered from a call.
- Your household or your staff works in English and Spanish, and both need to be handled properly.
Probably not the place
- You need the lowest price. There are free options, and I’ll point you to them.
- You need audited financial statements. That takes a licensed audit firm — we don’t do them.
- You expect weekly calls or an answer within the hour.
- You want investment or securities advice. That gets referred out.
- You want someone to sign a position you already know isn’t right.
Open tools
Four instruments. No email, no signup.
Built for the questions that come up before there’s an engagement. They run in your browser; nothing is collected.
Walks the qualifying child and qualifying relative tests under §152, step by step.
Open 02 Repair or improvementDeduct now or depreciate for years: the BAR tests of Reg. §1.263(a)-3, applied to your expense.
Open 03 Retirement timingWhat another year of work changes, and what claiming early changes.
Open 04 ITIN navigatorWhat the W-7 actually asks for, which documents work, and what a CAA does.
OpenWho you’d be working with
One person reads the whole file.
In tax and books since 2006, in my own office since 2019, open every month since. English and Spanish, both done properly — not one translated after the fact.
I work mostly in writing. The answer comes with the reasoning attached, so it still works eight months from now. I don’t call much; when a decision is close, I call before it’s made, not after.
I take a few new clients each quarter and keep the roster short on purpose. It’s the only way the monthly note stays written by someone who actually looked at your books.
I use the positions the law allows for your facts rather than defaulting to the safest number on the page. And I won’t take one I wouldn’t want to explain out loud.
Mistakes happen; the number isn’t zero. When one is mine, you’ll usually hear it from me first.
Contact
Start with an email.
Tell me what you run and what’s worrying you. That’s enough for a first reply — and the first reply isn’t billed.
- Office
- 1931 NW Military Hwy, Ste 234
San Antonio, TX 78213 - Phone
- 210.332.5111
- Documents
- Documents come in through a secure client link — request one from us.
- Languages
- English and Spanish
The whole idea
Four positions, one point — and nobody gets there on their own. That is the whole method, and it is also why the phrase is on the door.